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Timothy Plan Conservative Growth A (TCGAX)

10.15
-0.19
(-1.84%)
At close: 8:07:15 AM EDT
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  • Previous Close 10.34
  • YTD Return 1.48%
  • Expense Ratio 1.78%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 34.98M
  • Beta (5Y Monthly) 0.75
  • Yield 2.43%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.25
  • Inception Date Oct 5, 2000

The fund normally will invest at least 75% of its total assets in the traditional funds. The advisor will determine the specific asset allocation program on a continuous basis, based on its forecast of the overall market. On each day that the fund is open for business, the advisor will review the asset allocation program and reallocate and will reallocate for any new underlying funds in which the fund may elect to invest. The advisor also will reallocate the fund's investments in the traditional funds at the end of each fiscal quarter to maintain the asset allocation program.

Timothy Plan

Fund Family

Allocation--50% to 70% Equity

Fund Category

34.98M

Net Assets

2000-10-05

Inception Date

Performance Overview: TCGAX

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Trailing returns as of 4/2/2025. Category is Allocation--50% to 70% Equity.

YTD Return

TCGAX
1.48%
Category
9.69%
 

1-Year Return

TCGAX
3.68%
Category
27.06%
 

3-Year Return

TCGAX
1.11%
Category
11.00%
 

5-Year Return

TCGAX
5.44%
Category
10.26%
 

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Holdings: TCGAX

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Sector Weightings

SectorTCGAX
Utilities   17.66%
Energy   14.84%
Industrials   13.96%
Technology   2.99%
Healthcare   2.70%
Real Estate   0.42%

Recent News: TCGAX

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Research Reports: TCGAX

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